A slide editor for everyone
Advisors adapt guides themselves and build their own sales stories — instead of waiting for centrally approved content.
Flexperto is discontinuing its platform at the end of 2026The Flexperto alternative
The Flexperto alternative
that stays.
Book appointments, advise by video, get documents signed, keep the record — bridge does what you are used to, in one tool. Built in Germany, in use since 2006. You have to switch anyway. The only question is where to.
With the annual plan, the remaining months of this year are included
Insurers, broker pools and independent intermediaries advise with bridge.
The situation
Your platform is being switched off. The choice is still yours.
Flexperto is winding down its own advisory platform by the end of 2026 and pointing existing customers to a successor. For you that means a platform change is not optional but mandatory — and the decision falls in the coming months.
Whoever acts now picks the successor actively, instead of being pushed into a migration someone else has chosen. So the real question is not "stay or switch", but switch to what.
Switching does not cost you a second licence
The most common argument against switching early is paying twice — both systems run in parallel, and both are billed. That is exactly what we take off your hands: we do not charge you for the remaining months of this year. You set bridge up and settle in while your current platform is still running.
- After the seven free trial days you book the annual plan — the reduction applies there only.
- The annual fee falls due immediately as usual, reduced by the remaining months of this year.
- How large the reduction is depends on the booking month and is shown to you during booking.
- Start through the buttons on this page. The switcher discount is only attached to this route — it is not applied through the general registration.
Feature set
Everything you value about Flexperto
Both platforms cover the end-to-end digital advisory and closing process. You will find these capabilities in bridge just the same:
- Browser-based video and audio advisory, no download for the client
- Online appointment booking and calendar, embeddable in your own website
- Screen sharing plus joint viewing and handover of documents
- Electronic signature for legally valid completion (inSign)
- Secure messaging, chat and telephone advisory
- Documentation of communication and CRM integration
- MiFID recorder and call recording
- GDPR-compliant operation, focused on the regulated finance and insurance sector
Comparison
Feature comparison in detail
Rows marked with a coloured bar are the areas where bridge differs.
| Capability | Flexperto | bridge |
|---|---|---|
| Video and audio advisory in the browser | Yes | Yes |
| Online appointment booking and calendar | Yes | Yes |
| Screen sharing and document collaboration | Yes | Yesincluding photo and screenshot capture for the documentation |
| Whiteboard | Yesnative whiteboard | Partlycovered by interactive slides with shared drawing tools |
| E-signature (inSign) — difference | Yespreceding menu, no direct view of the document | Yesthe signature appears live in the document |
| Secure messaging and telephony | Yes | Yesincluding SMS |
| CRM and documentation integration — difference | Partlycontact details, address, notes | Yesown CRM plus REST API |
| MiFID recorder | Yes | Yes |
| Automatic PDF documentation per session | Partly | Yesevery session automatically, signable by both sides |
| Client feedback and analytics | Yesmore mature evaluation tools | Partlyrating, comment and evaluation — being expanded |
| Slide editor for advisors — difference | Nocontent largely centrally controlled | Yesbuild and adapt your own guides and sales stories |
| DIN 77230 analysis — difference | No | Yesavailable as an option |
| AI transcript and summary | Partlyvia the BSI suite, only after migration | Yestranscript, summary and action list |
| Hosting | YesEU | Yeshosted in Germany |
| Long-term availability — difference | Noplatform discontinued at the end of 2026 | Yesin operation and under development since 2006 |
Information on Flexperto is based on publicly available provider and press material as well as our own feature analysis, as of September 2026. It is intended for orientation and makes no claim to completeness.
Detailed comparison of both platforms from an advisor's perspective
Differences
What you get on top
Filled in by both sides
Interactive advisory slides that client and advisor complete together. Watching turns into deciding.
Signing with a live view
The signature appears directly in the document. Clients see what they are signing, with no menu in between.
Documentation without follow-up work
Every completed session is provided as a PDF automatically, with a transcript on request.
DIN 77230 on board
Standard-compliant financial analysis for private households, available as an option for qualified needs assessment.
Operated in Germany
Hosting in Germany, in-house development, and around 20 years of experience in the sector.
Process
How switching works
Three steps, and you set the pace at every one of them.
Try it for seven days
No credit card, no cancellation — access ends automatically. You see bridge on your own advisory cases before you decide anything.
Set up at your own pace
You set bridge up yourself — in the browser, with nothing to install. Your current platform keeps running, so there is no time pressure. Personal support is there for questions, and teams and organisations get onboarding on top.
Switch when it suits you
You choose the moment up to the shutdown at the end of 2026. The earlier you start, the more of this year’s remaining months come off the annual fee.
Appointment
Arrange an appointment right here
Fifteen minutes, no obligation: we show you bridge along your own advisory process and clarify how the switch would work for you.
Common questions
Common questions about switching
What do I get with bridge that I don't know from Flexperto?
Three things above all: the slide editor, with which advisors build their own guides and sales stories instead of waiting for centrally approved content. The signature that appears live in the document, so your clients see what they are signing. And the DIN 77230 analysis for standard-compliant needs assessment, available as an option. On top of that, every completed session is provided as a PDF automatically.
Do my established workflows stay the same?
Yes. Video advisory in the browser, online appointment booking, screen sharing, electronic signature, messaging, the MiFID recorder and the documentation of communication are all there in bridge. You settle into a new interface, not into a new way of working.
Why not simply take the migration path recommended by the provider?
Because that means migrating into a CRM suite. bridge is an independent advisory solution with no suite lock-in, developed and operated in Germany, and its slide editor hands content control back to advisors. Independent does not mean isolated: through the programmable REST API, bridge connects to any suite and to existing CRM or broker-management systems — for pools and organisations that is part of the Business package. So you still decide which system leads at your end.
Do my clients have to install anything?
No. Your clients join through a link in the browser — no download, no installation, just as they are used to.
What does switching early cost me?
Nothing for the remaining months of this year. After the seven free trial days you book the annual plan. The annual fee falls due immediately as usual, but it is reduced by exactly those remaining months. So you can set bridge up and get familiar with it while your current platform is still running.
How do I secure the reduction?
With the annual plan, and through the registration link on this page. The switcher discount is only attached to that route. Anyone signing up through the general registration does not get it credited. The reduction is taken off the annual fee, which is why monthly billing does not include it. How large it is depends on the booking month and is shown to you during booking.
How much effort is the migration?
Manageable. You start with seven free trial days, set bridge up in the browser yourself, and get the run-in period in parallel with your current platform, without paying twice. Personal support is there for questions, and teams and organisations get onboarding with training on top. The switch is coming either way — planned, it runs far more calmly than forced later.
Do I have to prove that I am a Flexperto customer?
No. There is no verification step — you register normally and start right away.
Does bridge have a whiteboard?
No native whiteboard, correct — but our drawing slides come very close in function. Client and advisor draw and write on them together, free sketching included. The difference is more one of framing: with us the canvas is also part of the advisory guide, which puts it closer to the close.
No proof required, no risk
Try bridge free for seven days.
No credit card, no automatic renewal. And if you book the annual plan afterwards, the remaining months of this year come off the annual fee.
The switcher discount is tied to registering through this page. It is not applied through the general registration.